Filed May 2, 2007 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,893 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $41,819 |
BLUM SHAPIRO2 years Filed as: BLUM SHAPIRO & COMPANY, P.C. Service code 10 · EIN 06-1009205 | Accounting | $11,315 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,581 | $65,118+57.5% | $76,768+33.6% | $55,725+84.1% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.0%+9.7pp | 70.9%+15.8pp |
| Annual return | -4.46% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,274 | $1,941-34.4% | $2,485-48.7% | $2,078-38.7% |
| Participant deferral / active EE | $6,035 | $3,688+63.6% | $3,852+56.7% | $3,356+79.8% |
| Admin fee / account holder | $226 | $116+94.8% | $6,675-96.6% | $115+96.0% |